Tax Manager, High Net Worth

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Collaborate closely with partners, staff, and affluent clients

• Oversee the planning, management, review, and successful completion of client engagements

• Deliver proactive tax planning, savings strategies, and wealth preservation solutions for individuals, families, and closely held entities

• Tackle complex, multi-jurisdictional tax considerations

• Assist in business development initiatives and foster long-term client relationships

• Act as a primary point of contact for assigned clients

• Manage and review intricate tax returns for high net worth individuals, closely held businesses, and trusts

• Identify, analyze, and clearly communicate relevant tax issues, applicable authority, and conclusions

• Lead tax engagements from inception to conclusion, including planning, budgeting, fee monitoring, execution, and delivery

• Ensure the timely and precise filing of client tax returns

• Review the work of team members and offer constructive feedback

• Interpret intricate tax laws and regulations

• Handle multiple engagements and deadlines concurrently

⛳️ Requirements

• Bachelor’s degree and/or Master’s degree in Accounting

• Active CPA license is mandatory

• 5+ years of progressive experience in public accounting, emphasizing HNW tax planning, compliance, and consulting

• Profound knowledge of estate, gift, and trust tax laws and their implications

• Expertise in IRC Sections 671-679 (Grantor Trust rules) and principles of estate tax law

• Familiarity with family office services and private foundation frameworks

• Demonstrated expertise in managing complex client engagements and providing exceptional client service

• Capability to formulate tax planning strategies for clients

• Proficient in tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite

• Experience in supervising, training, developing, and reviewing the work of staff and senior associates

🏝️ Benefits

• Competitive salary and performance-based bonuses

• Comprehensive health, dental, and vision insurance

• Retirement savings plan with company match

• Opportunities for professional development and continuing education

• Flexible work arrangements and a supportive work environment